IBAT

Ishares Energy Strg Mats ETF

+$8.6M

Net Activity

Institutions Holding

20

Popularity Rank

#8216

Avg Weight

0.07%

Total Value

$12.5M

Ownership Trend

20 institutions currently hold IBAT, with 14 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

SP
Steward Partners Investment Advisory, LLC
$2.6M
JS
Jane Street Group, LLC
$2.5M
MF
Midwest Financial Partners Investments, Inc.
$1.9M
GC
Guardian Capital LP
$1.7M
OM
Old Mission Capital LLC
$970.9K

Top 5 by Conviction

MF
Midwest Financial Partners Investments, Inc.
1.00%
4A
4wealth Advisors, INC.
0.19%
GC
Guardian Capital LP
0.04%
LA
LVW Advisors, LLC
0.03%
OM
Old Mission Capital LLC
0.02%
View all 20 holding institutions

Quarterly Activity

Recent Activity

+$10.1M

Total Buy Value

$2.4M

Total Sell Value

New buy13
Trim3
Add1
Sold out1

14

Net Buyers

4

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES ENERGY STRG MATS ETF (IBAT)?
Major stakeholders currently include Steward Partners Investment Advisory, LLC ($2.6M), Jane Street Group, LLC ($2.5M), Midwest Financial Partners Investments, Inc. ($1.9M). Based on the latest 13F filings, there are a total of 20 tracked investment funds and institutions maintaining positions in IBAT.
What is the overall institutional sentiment toward IBAT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $8.6M, driven by 14 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their IBAT positions?
In the latest period, 3 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $2.4M.
Are there any notable investors adding IBAT to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $10.1M.

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